When this happens...
New Epic

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new epic is created.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
A new invoice is created in Clientary.
Action is the task that follows automatically within your Zoho Sprints integrations.
Get all projects of a team
Get the list of all the workspaces in which you are associated.
Creates a new epic.
Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.

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To start, connect both your Zoho Sprints and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sprints triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Zoho Sprints data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sprints and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Sprints and Clientary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Zoho Sprints is an agile project management tool designed to help teams plan, track, and manage their work efficiently. It offers features like sprint planning, backlog management, time tracking, and collaboration tools to ensure teams can deliver projects on time and within scope.
Learn MoreOnline invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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